Sales Manager File - FIL 35
High-Level Budget Analysis Screen
You can use the Sales Manager File to define sales managers, who can be assigned to each salesperson in the Salesperson File. You can also use this file to view sales statistics for each sales manager. A sales manager represents a group of salespeople. You also can define a group of salespeople who are not literally sales managers. For example, Sales Manager B20 could represent the Boston Sales Group or the Boston sales manager.
The following table describes the function keys on this screen.
|
Function Key |
Description |
|
F4 |
The Sales Analysis screen for a sales manager summarizes sales and statistics for all of the sales people assigned to that sales manager. This information is updated nightly. From this screen you can access these screens:
|
|
F6 |
Go to the Sales Manager File Search screen. |
|
F7 |
End the job and return to the File Maintenance Menu. |
|
F8 |
Return to Sales Manager File Entry screen. |
High-Level Budget Analysis Screen
To go to the High-Level Budget Analysis screen, press F17 on the Sales Manager File Sales Analysis Screen.
|
Field Name |
Description/Instructions |
|
Company |
Company number for the displayed sales manager. |
|
Sales Manager |
Sales manager code as entered on the Sales Manager File Entry Screen. |
|
Year |
This field initially displays the current fiscal year, but it can be overridden to display another year. All yearly statistics on this screen are based on fiscal, not calendar or trailing year. You must enter a valid year number. |
|
Month |
This field initially displays the current accounting month based on the accounts receivable system month-end close. It can be overridden to display another month. You can enter month 00 to indicate that figures for the entire year should be displayed. Entering the year as 95 and the month as 00 tells the system to display year-to-date actual sales figures versus total year budget figures. |
|
Update/Inquiry |
This field initially displays I indicating the inquiry mode. You can change this field to U for update mode. In update mode, the budget figures are accessible for updating. Use the update mode to enter your budgets. Enter a separate budget for each month. Year-to-date figures are calculated by the system, which adds the monthly records. |
|
Actual |
Actual sales for the selected period and categories. |
|
Budget |
Budget figures for the selected period and categories. |
|
% of budget |
Percentage of the budget comprised by Actual. For example, 95.75 means actual is 95.75% of the budget amount or 4.25% short of meeting budget. |
|
Amount |
Dollar variance between actual and budget. A negative number indicates that actual is less than budget. A positive number indicates that actual exceeds budget. |
|
Gross Sales |
Gross sales dollars for the sales manager. |
|
Gross Profit $ |
Gross profit dollars for the sales manager. |
|
Gross Profit % |
Gross profit dollars divided by gross sales. |
Function Keys
|
Function Key |
Description |
|
F1 |
Go to the next month without going back to the entry screen. This is helpful if you are updating or viewing month by month within the file. Press F1to enter the current screen and then displays the next record in the file. |
|
F4 |
Go to the Sales Analysis screen. Press F4 again to display the Sales Manager File Month-by-Month Sales Analysis Screen. |
|
F5 |
Go to the Actual vs. Last Year screen. This screen displays the variances between this year and last year's actual sales. |
|
F6 |
Search for item numbers. |
Associated Files
- Sales Reports - Most of the sales reports can be run using the Sales Manager as a reporting parameter.
- Salesperson File - Each salesperson can be assigned to a sales manager.